Go to Contract Manager located in the main menu on the left. Click on "create new item" and select Contract. Enter contract name, experation date, term type, status, priority, and contract description. Hit "Save"

Log into Zapendo Click on "Contract Manager Setup" in the left menu You will see three options: Manage Contracts, Deliverable, and Task. Click on the "Edit" icon next to the one you want to create a custom workflow Click on "Add step", give it a name, and select the user that you want to be part of this step. This individual must have an account and be an active user.

Zapendo allows users to attach documents to contracts, deliverables, and tasks. For example, users may want to upload a signed copy of the contract. Go to Contract Manager. Locate the contract. Click on "Documents". Click on Upload folders or files to upload your document.

Often there is more than one agreement that is associated with a company. You can use sub-contracts and parent agreements to better organize your contracts. To create a sub-contract follow these steps: Go to Contract Manager Select an existing contract (or anything that you want to create a sub-item for) Click on "Sub Items" and then click on "Create a new item"

Be notified once or periodically before your contracts expire.  Go to Contract Manager Click on "edit" any item type Go to "Expiration notifications" on the left Click on "New" Select "To" (one of the users in the system) and (optional) enter email addresses in the "CC" separated by a comma. 

Some contracts may have a renewal date for another term. There are many reasons to remember about the renewal date. In this article, we will help you set up a renewal alert/notification. Go to Contract Manager. Find a contract that has a renewal/expiration date. Click on "Expiration notifications". Select a user who would be getting these notifications. CC anyone else who would like to receive them as well.

Alerts are set up for expiration notifications (renewal alerts), and due dates for tasks. Reminders are part of the workflow to send periodic messages to users to complete their workflow stage. Alerts Expiration notification Go to Contract Manager. Select an item you would like to create an expiration notification. Click on "New." You can select to send these notifications to one of the current users or someone outside of Zapendo.

Custom workflows create tasks for users automatically. It could work for tasks, approvals, and reviews. To find tasks that are created by your custom workflows go to "Tasks".  In workflows you can also direct those tasks into a group like HR, IT, Sales, and Managment. Read more about workflows and notifications.